Ae Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,116 shares of IBTG stock, worth $71,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,116
Previous 2,956
5.41%
Holding current value
$71,356
Previous $67,000
5.97%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio